QQQH vs SCHD

AQQQH

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,267SCHD · QQQH $13,813

Lowest cost0.06%SCHD · $6 on $10k

Most income9.56%QQQH · $956 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common5.5%QQQH and SCHD

QQQH

SCHD

NEOS Nasdaq-100 Hedged Equity Income ETF · $351MSchwab U.S. Dividend Equity ETF · $120B

+18.4%3 years · per year$16,590 · $17,266+20.0%

+6.7%5 years · per year$13,813 · $16,267+10.2%

0.68%Expense ratio$68 · $6 on $10k · lower wins0.06%

9.56%12-mo yield$956 · $300 on $10k3.00%

−8.9%Worst dropSmaller wins−6.9%

12.6%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsQQQH · SCHD

1.2%TXN4.3%

1.2%AMGN4.1%

0.9%PEP4.0%

0.8%QCOM3.6%

Held in common5.5%

End-of-day Nov 6, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AQQQH	NEOS Nasdaq-100 Hedged Equity Income ETFRead Desk		0.68%	9.56%	+0.7%	+1.9%	+1.9%	+18.4%	+6.7%	−8.9%	$351M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	3.00%	−0.7%	+31.4%	+37.0%	+20.0%	+10.2%	−6.9%	$119.9B
2	AQQQH	NEOS Nasdaq-100 Hedged Equity Income ETFRead Desk		0.68%	9.56%	+0.7%	+1.9%	+1.9%	+18.4%	+6.7%	−8.9%	$351M

End-of-day Nov 6, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

QQQH vs SCHD

QQQH

NEOS Nasdaq-100 Hedged Equity Income

$13,813

SCHD

Schwab U.S. Dividend Equity

$16,267

MeasureQQQHSCHD

Fee0.68%0.06%

Cost on $10k a year$68$6

Yield9.56%3.00%

5 years, per year+6.7%+10.2%

3 years, per year+18.4%+20.0%

Worst drop · 1Y−8.9%−6.9%

Volatility · 1Y12.6%11.7%

5–1measures won
SCHD first

5.5%

holdings shared

Nov 6, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+31.4%

VIGVanguard

+12.1%

+31.4%Year to date+12.1%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 6, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+3.2%

JEPIJ.P. Morgan

+5.3%

+3.2%Year to date+5.3%

12.8%Yield8.1%

$42.6BAssets$46.8B

1–1level

End-of-day Nov 6, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.8%

SPYSPDR

+8.7%

+8.8%Year to date+8.7%

1.1%Yield1.0%

$182BAssets$819B

2–0SPYM wins

End-of-day Nov 6, 2026

Overlap: QQQH, SCHD

Today

5.5%most shared, QQQH and SCHD

QQQHSCHD

QQQH—5.5%

SCHD5.5%—

End-of-day Nov 6, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$888most kept, QQQH

QQQH$956 − $68 = $888

SCHD$300 − $6 = $294

KeptFee

End-of-day Nov 6, 2026 · yield in dollars minus the fee